Davis Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Davis Capital Management’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.76M	Buy
2025 Q1	$8.18M	Sell
2024 Q4	$8.16M	Sell
2024 Q3	$9.04M	Sell
2024 Q2	$8.41M	Sell
2024 Q1	$8.88M	Buy
2023 Q4	$8.25M	Buy
2020 Q2	$1.7M	Buy
2020 Q1	$1.42M	Buy